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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1776
Winton Group
United Kingdom
$983K +$1.11M +10,416 New
RHBC
1777
R.H. Bluestein & Co
Michigan
$979K -$20.9K -195 -2%
AWA
1778
Alta Wealth Advisors
Massachusetts
$976K -$46.4K -434 -4%
AWC
1779
Abundance Wealth Counselors
Pennsylvania
$976K – – –
BG
1780
Benedetti & Gucer
Georgia
$975K -$3.64K -34 -0.3%
DCM
1781
Delta Capital Management
New Jersey
$975K – – –
RIG
1782
Roosevelt Investment Group
New York
$969K -$13.3K -124 -1%
MLA
1783
My Legacy Advisors
Oregon
$969K +$330K +3,081 +43%
TFS
1784
Thoroughbred Financial Services
Tennessee
$967K -$67.3K -629 -6%
CWS
1785
Cypress Wealth Services
California
$966K -$102K -956 -9%
SP
1786
Symmetry Partners
Connecticut
$965K +$37.7K +352 +4%
THWM
1787
Taylor Hoffman Wealth Management
Virginia
$963K -$1.71K -16 -0.2%
BDF
1788
Balasa Dinverno & Foltz
$963K +$178K +1,659 +19%
AA
1789
Apriem Advisors
California
$960K +$70K +654 +7%
MIFH
1790
Migdal Insurance & Financial Holdings
Israel
$959K +$957K +8,943 +1,204%
TWM
1791
TriaGen Wealth Management
California
$958K +$12K +112 +1%
RFA
1792
Resurgent Financial Advisors
Georgia
$955K -$99.3K -928 -8%
SWM
1793
Salvus Wealth Management
New Jersey
$953K +$856 +8 +0.1%
MS
1794
Mizuho Securities
Japan
$951K +$852K +7,960 +375%
BBNA
1795
Bremer Bank National Association
Minnesota
$948K -$135K -1,264 -11%
DA
1796
Duality Advisers
Florida
$947K +$1.07M +10,034 New
MPW
1797
Monterey Private Wealth
California
$945K -$17.4K -163 -2%
ACM
1798
Alight Capital Management
New York
$943K – – –
AWG
1799
Altus Wealth Group
Colorado
$942K – – –
WMG
1800
WESCAP Management Group
California
$942K +$82.1K +767 +8%
70 71
72
73 74